Fredric Jurmu
Fredric Jurmu is a registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, with 38 years of industry experience. Fredric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
Get directionsHistory
Regulatory History (3)
Financial
April 2016Customer Dispute
April 2003Customer Dispute
August 2001Other Business Activities
Fredric operates his LPL business under the DBA Golden State Wealth Management since 2016. He is also a Registered Investment Advisor and Investment Advisor Representative (IAR) with Golden State Wealth Management, LLC, dedicating his full time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Golden State Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.